Brookwood Investment Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Brookwood Investment Group’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$390K	Sell	5,080 -193	-4%	-$14.8K	0.04%	353
2026 Q1	$407K	Sell	5,273 -796	-13%	-$62K	0.05%	326
2025 Q4	$473K	Sell	6,069 -872	-13%	-$68.2K	0.06%	300
2025 Q3	$542K	Sell	6,941 -1,146	-14%	-$88.7K	0.07%	248
2025 Q2	$625K	Buy	8,087 +1,736	+27%	+$132K	0.1%	199
2025 Q1	$486K	Buy	+6,351	New	+$479K	0.08%	226

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brookwood Investment Group's BIV Position: Q2 2026 in Review

Brookwood Investment Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.7% in Q2 2026, selling an estimated $14.8K and leaving 5,080 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #353.

Brookwood Investment Group first reported a position in BIV in Q1 2025 and has held it in 6 quarters since. The position peaked at $625K in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Brookwood Investment Group held 5,080 shares of Vanguard Intermediate-Term Bond ETF worth $390K as of Q2 2026.
Brookwood Investment Group sold 193 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $14.8K.
Vanguard Intermediate-Term Bond ETF made up 0.04% of Brookwood Investment Group's portfolio in Q2 2026, its #353 holding.
Brookwood Investment Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's Vanguard Intermediate-Term Bond ETF position peaked at $625K in Q2 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.